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March, 2025
March, 2025 | Article

A Message from the TLOMA 2025 Conference Chair

Conference
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Bilboe, Michelle
Author Michelle Bilboe

As the TLOMA 2025 Conference Chair, I'm super excited to invite you to this year's TLOMA Conference & Trade Show. Whether you're a regular attendee or thinking about joining us for the first time, this year’s conference is going to be an amazing experience jam packed with learning, networking, and inspiration.

If you haven't been to the conference before, let me give you a sneak peek. The TLOMA Conference is more than just an event; it's a lively community where legal management pros come together to share knowledge, exchange ideas, and make lasting connections. This year, we've got an awesome lineup of speakers and sessions that will leave you inspired and ready to take you and your firm to the next level. The TLOMA Conference Committee has worked meticulously to put together the ultimate agenda to ’Lead the Change’ for your firm!

We're thrilled to have Connie Podesta as the Opening Keynote speaker and Shawn Kanungo wrap things up as the Closing Keynote speaker. Connie is a fantastic speaker known for her engaging and humorous approach to personal and professional development. “Life Would Be Easy If It Weren’t for Other People” is more than just a great title, she will outline how to make life easier with other people! Hands up if you think you can use a session like this!

Shawn is known for his high-energy presentations that will give you and your team an optimistic roadmap for the future. He draws on his extensive experience (12 years with Deloitte, consultant to hundreds of firms and a partner at Queen & Rook) to offer thought-provoking insights and strategies for navigating the future of work and embracing disruptive change. Shawn will close the conference and leave you energized to lead you and your firm to a positive future.

Watch for Mondays with Michelle on the Forum, TLOMA Social Media, the Conference website and your emails for information about other workshops and sessions. The Conference Committee Team is looking forward to putting on a “TLOMA Conference 101” lunchtime webinar sometime late Spring – stay tuned for those details!  If you have any questions or ideas about conference, please reach out to me directly – always happy to discuss Conference!

 

Michelle began her career in legal support in 2011 and was lucky enough to start with Rosen Sunshine LLP. Rosen Sunshine’s practice includes all areas of regulatory and health law advocacy and advice. Having started without any experience in the field of law, she has always been grateful for the wealth of knowledge that comes with being a TLOMA member and is looking forward to heading up the 2025 Conference Committee with the best team ever.

Michelle has two (almost grown) kids and one (almost grown) husband. She enjoys a robust social life outside the legal world. Her side hustle is selling jumbo rubber ducks known as Buoy Buddies. As fun as they are, she will not be giving up her legal career anytime soon.  She also enjoys cottage life, a great book, life in Leslieville, and spending as much time as she can with her family in Chicago

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March, 2025 | Presidents Message

President's Message

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McNeely, Louise-2025
Author Louise McNeely

Every year TLOMA begins March with a new Board of Directors. The "changing of the guard" took place this past Thursday, February 27. I am honoured to serve as the new TLOMA President. I am not "new" to many members as I have been involved in TLOMA for many years. I look forward to meeting the members that I have not met yet, either in person or virtually.

We owe heartfelt thanks to the Directors who are leaving the Board, who have devoted time, commitment and dedication to serving the members of TLOMA. Brigitte Mulder (Past President), Samantha Scimmi (Conference Chair) and Simone Knott (Communications Coordinator) have made significant contributions to the success of  TLOMA.

The new Board consists of Pat Carrano (Past President), Ava Isaacson (Vice President), Farzad Boreyri (Treasurer), Michelle Bilboe (Conference Chair), Sulai Chan (Education Coordinator) and Myself as President.

During 2024 we had a Membership Task Force that worked to find initiatives that would benefit the Association's members. Thanks go to Mary DaRosa, Nicole Sparkman and Karen Gerhardt for their dedication.

The Conference Committee has been hard at work securing an amazing slate of speakers for the TLOMA 2025 Conference & Trade Show being held at White Oaks Resort and Spa in Niagara-on-the-Lake, from September 16-19, 2025. Be sure to take advantage of early-bird pricing and register for this extraordinary professional development opportunity! This Conference is where you get to meet and network with your peers and Business partners. I hope to see you there.

TLOMA has welcomed many new members to the fold over the past few months. On Thursday, February 6, I had the pleasure of meeting some of these members at the first of two New Member Lunches to be held this year. This lunch provides an opportunity for new members to connect with one another and meet some of the Board members.

I encourage you to get involved in the Association, either by attending Special Interest Group seminars (in person or virtually), contributing to the TLOMA Forums, participating in the annual Compensation Survey, attending Networking events, and the Annual TLOMA Conference. The more you participate the more you will reap the benefits of TLOMA membership.  I look forward to catching up with as many members as possible in the year ahead! Please feel free to drop me a line: lmcneely@laxtonglass.com.

Louise is the Chief Operating Officer of Laxton Glass LLP.  She has many years of law firm management experience. Her responsibilities include Operations, Finance, Human Resources. Technology and Facilities.

Louise is a CPA, CGA and has been a long standing member of TLOMA.  She has volunteered for the Association and often  and she currently serves as the TLOMA Volunteer Coordinator.

Louise is currently the Past President of the Rotary Club of Mississauga-Dixie. She is also an avid duplicate bridge player and is a Sapphire Life Master in the American Contract Bridge League (ACBL).

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March, 2025 | Article

Potential Impact of Tariffs on Canadian Law Firms

Stephen Mabey
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Mabey, Stephen
Author Stephen Mabey

Before we can delve into the possible impact of a tariff war on small to mid-size law firms in Canada, we need to back up and agree on some simple facts about tariffs.

A tariff is a tax imposed by a government on imported or exported goods. The intent of tariffs is often not driven by  the stated intention of the government and can include:

  • Making imported items less competitive with domestic goods and encouraging the purchase of domestic goods;
  • Generate revenue for a government looking to finance some unrelated activity;
  • Regulate trade imbalances between countries, including retaliation for perceived unfair trade practices;
  • Protection of struggling domestic industries; and
  • Retaliate for some perceived slight by another country.


Tariff Definitions

The three main types of tariffs executed by the government are:

1.  Specific Tariffs: A fixed fee based on the physical units of an imported good (e.g., $100 per ton).

2.  Ad Valorem Tariffs: A percentage of the value of the imported good (e.g., 10% of the total value).

3.  Tariff Rate Quotas: A combination of both that allows a certain quantity of goods to be imported at a lower tariff rate, with higher rates applied to imports beyond that quantity.

A truism that has stood the test of time is that a tariff is a tax and frequently does not result in lower costs for the consumer, especially when the domestic product bears a higher price than the imported goods.

Impacts

               

One of the direct impacts of a tariff war is the re-awakening or renewal of nationalism at all levels, including    government, corporations, and individuals. This nationalism can have both positive and negative consequences depending on its expression and context. Like any emotional outpouring, extreme nationalism can contribute to exclusionary practices, xenophobia, and conflict with other nations or groups.

There are likely to be a number of impacts on small to mid-size law firms in Canada as a result of any prolonged tariff war with the USA. In keeping with the motto, “never waste a good crisis,” firms need to brainstorm and explore potential opportunities.

Opportunities

The opportunities that may exist (and firms need to seek out proactively) could include:

  • Consult with local businesses to assess their exposure to tariffs and custom import/export regulations and develop strategies for mitigation.
  • Advise clients on possible business adjustments that could include corporate restructuring, mergers, windups, etc.
  • Renegotiating contractual obligations, including supply chains, sales contracts, credit agreements, etc.
  • Guiding clients on employment law and labor relations as a result of business adjustments.
  • Collaborating with other professional services firms (accountants, lobbyists, larger law firms, etc.) to be able to offer a complete package of services.
  • Developing top-of-mind / expertise in specific industry sectors (e.g., farming, transportation, energy, etc.).
  • Protecting clients’ intellectual property in light of the possible shifts in trade dynamics.
  • Mediating marital arrangements as consumers who will face increased costs may be unable to make support payments or stretch out support payments.

 

A note of caution overall: while some law firms may benefit from increased work related to trade issues and compliance that can arise from a tariff war, the potential for economic strain on your client base could also pose significant challenges for small to mid-sized law firms in Canada.

The key is to pursue a strategy proactively that emphasizes your firm’s strengths.

Stephen has been advising law firms for over 15 years on a wide range of issues, including - strategic action planning, leadership, understudy (succession) planning, compensation (Partner and Associate), organizational/governance structures, partnership arrangements, business development, capitalization of partnerships, partnership agreements, lawyer &staff engagement, marketing, key performance indicators, competitive intelligence, finance, mergers, and practice transitions.

Applied Strategies Inc.'s website contains references from clients describing the value of the services rendered https://www.appliedstrategies.ca/references.php.

Stephen can be reached by email - smabey@appliedstrategies.ca or by phone at 902.499.3895.

March, 2025 | Article

Work-From-Home (WFH): The New Normal

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TeamLogicIT
Author Alex Lachine, MBA

Business as usual is no more. The traditional workplace has been transitioning for more than 30 years, with the advent of computers and a host of other innovations changing the way people work and what they do each day. Automation allows organizations to streamline their workflow, eliminate mundane tasks and reduce manual labour. What was a slow shift to remote work accelerated with the pandemic and heightened the need for work-from-home (WFH) initiatives, cybersecurity awareness and defense, unified communications and cloud computing.

According to Global Workplace Analytics, businesses can save more than $11,000 per employee per year in real estate and utility costs, absenteeism, turnover and productivity by adopting WFH policies (Global Workplace Analytics, https://globalworkplaceanalytics.com).

In areas where commercial property and living expenses are high, those savings could be substantially higher. Employees gain back part of their lives and pay no gas or parking expenses.

There is no reason for businesses to wait for another pandemic to prepare for the next new normal. With a host of available technologies, including cloud services, mobility solutions, cybersecurity measures, remote monitoring and management, and productivity tools, as well as co-managed IT options, it is easier than ever to revolutionize the workplace for any size company.

The Workplace of Tomorrow

When intelligently designed and professionally implemented, the new norm can be a significant business enhancer. Several other factors support the movement toward flexible workplaces. First, small business organizations can exponentially grow their pool of potential employees by recruiting in distant geographic regions. Rather than compete with enterprise organizations for quality talent, especially with all the unknowns that businesses face today, from the global pandemic and natural disasters to increasing government regulations, the value of IT systems and support has never been higher.

In the GTA and larger metropolitan areas, smaller businesses can cast a wider net for similarly, if not more highly, gifted employees. Remote work options help companies attract those highly skilled professionals who may not want to leave family and friends or prefer not to relocate due to financial hardships or other quality-of-life choices. Casting a wider geographic net also allows companies to attract a more diverse workforce. Bringing in people with different backgrounds and customs can spur new ideas and encourage strategic planning.

Economically challenged cities and rural areas are great recruiting areas for companies with job openings where remote work is an option. Of course, applicants must meet specific criteria to qualify, including a work location with minimum internet speeds and other lines of communication.

Employee satisfaction is another opportunity in the new norm. A recent survey found that 77% of respondents appreciate the flexibility of working at home, with 69% indicating satisfaction with their well-being in a WFH situation (Global Workplace Analytics’ Global Work-from-Home Experience Survey https://globalworkplaceanalytics.com/globalwork-from-home-experience-survey).

Quality IT Systems Are Essential

The latest generation of communications platforms includes voice, video and text. Email remains the business standard, and many of the new options can leverage those systems to deliver messages in multiple formats, including hosted VoIP (Voice over Internet Protocol). Whether employees work from home, in a corporate office or flexible workspace, or from the road, these technologies allow them to talk, share information and collaborate seamlessly.

Some organizations may need to upgrade their infrastructure to attain those capabilities. For systems to operate at peak performance levels, with secure connections to the cloud and other

platforms, reliable networks are a must. Qualified personnel should evaluate internet speeds, bandwidth and basic security precautions, and additional protection measures should be put in place before remote teams can access any systems behind the corporate firewall.

Companies that steadily invest in new Information Technologies and consistently reevaluate their employee work environments typically reap higher profits and experience less turnover than less proactive competitors. Those costs of improvements are offset by the benefits, including greater efficiency, higher customer and employee satisfaction, and lower expenses.

The best option for small businesses is to contract with a reputable managed services provider (MSP) who has the expertise and tools in order to manage and protect their IT resources virtually anywhere. Remote work environments require constant attention, and your MSP should be able to react quickly but also be proactive, helping them avoid problems in the first place. Without monitoring, management and ticketing systems in place, and skilled IT professionals available to assist, it is all too easy to overlook potential cybersecurity threats or systems issues.

Alex Lachine has more than 20 years of experience in the IT and management consulting industries. He is the founder and has been President of TeamLogic IT for more than 14 years.

TeamLogic IT was recently recognized by Channel Futures as the Managed IT Service Provider (MSP) of the year out of all MSP’s globally for 2 consecutive years. It won that by our size, best practices, support model, client feedback, growth, and innovation.

TeamLogic IT is a full-service IT provider in Ontario offering a wide array of IT services to law firms.

March, 2025 | Article

Is Your Law Firm Ready for AI Time Tracking?

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Cahill, Brodie
Author Brodie Cahill

Time tracking has long been a necessary yet tedious task for lawyers. Whether billing hourly or tracking time for internal reporting, accurately capturing work has always been inefficient and prone to error. As AI-powered tools reshape legal operations, AI time tracking has emerged as a game-changer—but is your firm ready to adopt it?

A Brief History of Time Tracking

Traditionally, time tracking relied on manual entries, handwritten logs, or spreadsheets. Over time, law firms adopted software-based solutions such as integrated timers and digital timesheets. While these tools improved accuracy, they still required significant effort and remained susceptible to human error.

What Makes AI Time Tracking Different?

Unlike traditional methods, AI time tracking automates time capture using machine learning to analyze emails, documents, meetings, and casework in real time. These tools recognize patterns and automatically assign work to matters without disrupting workflows. By eliminating the manual effort involved in tracking time, AI allows lawyers to focus on their cases rather than administrative tasks.

Key Benefits of AI Time Tracking

  • Greater Accuracy: AI helps recover missed billable hours—firms report a 15–30% increase in billable time captured per month.
  • Time Savings: Automating time tracking reduces manual entry, saving lawyers 3–8 hours per month.
  • Revenue Growth: Firms implementing AI time tracking firmwide see 5–10% increases in overall revenue, directly impacting profitability.

How AI Time Tracking Fits into Your Tech Stack

Most AI time tracking tools integrate seamlessly with existing case management, billing, and document management systems. Leading solutions offer API connections with platforms like Clio, Filevine, Elite 3E, Aderant, and NetDocuments, eliminating the need for complex third-party integrations.

Addressing Security & Compliance Concerns

Law firms must ensure client confidentiality and data security when adopting AI. Reputable AI time tracking vendors provide:

  • Industry-Standard Compliance: Most tools are HIPAA-compliant and SOC 2 Type II certified.
  • Data Security: AI tools offer encryption at rest and in transit, along with data residency controls.
  • Strict Access Controls: AI tools do not use captured data to train models beyond what is strictly necessary for the firm’s own service.
  • Additional Protections: Policies on data destruction, multi-factor authentication, and single sign-on (SSO) enhance security.


Industry Leaders & Cost Considerations

The AI time tracking market is growing, with different solutions available based on firm size:

  • For SMB Law Firms: Ajax, Billables.ai, and Tempello.
  • For Mid-Sized to Big Law: Laurel.ai, PointOne.ai, iTimeKeep by Aderant, and Intapp Time.
 
Pricing varies, but most tools operate on subscription models, starting at $200 per user per month. The return on investment (ROI) depends on firm size and recovered billable hours, with firms typically seeing a minimum 10x ROI per user, per month.

 

Choosing the Right Vendor for Your Firm

When evaluating AI time tracking tools, consider:

  • Integration Capabilities: Does the tool integrate with your case management or financial system? Many solutions offer native API connections or CSV uploads for on-premises tools.
  • Security Measures: Does your firm have specific HIPAA or data residency requirements? Choosing a vendor that meets compliance standards is critical.
  • Ease of Use: If administrative staff record time on behalf of lawyers, ensure the tool supports admin access and approvals.
  • Pricing & Features: Entry-level solutions like Tempello offer email-only time tracking at a lower cost, while premium options provide more advanced features.


Getting Firm Buy-In for AI Time Tracking

Some lawyers may initially be hesitant about AI time tracking, fearing it could be used to monitor productivity. However, these tools are designed for efficiency, not surveillance. Lawyers always maintain control over what information is captured and can turn tracking off if needed.

To encourage adoption:

  • Start with tech-forward attorneys who can champion the benefits.
  • Demonstrate measurable improvements in accuracy, time savings, and revenue.
  • Offer training to ensure users feel comfortable with the technology.


Final Thoughts

Beyond efficiency and revenue gains, AI time tracking is poised to unlock new insights into case profitability. As these tools evolve, they will provide firms with better financial forecasting, making alternative fee structures more predictable and profitable. While the billable hour isn’t disappearing anytime soon, AI could finally give firms the data and confidence needed to experiment with fixed-rate models while maintaining strong margins.

Firms that embrace AI time tracking today will be better positioned to leverage these future advancements, gaining a competitive edge in an increasingly data-driven legal landscape.

Learn More?

If you would like to explore AI time tracking options or arrange a demo, visit BrightPath Legal Consulting or contact brodie.cahill@brightpathlegal.com. We offer free technology advisory services and partner with firms from software selection to implementation.

Brodie Cahill is the founder and principal consultant of BrightPath Legal, a legal technology advisory firm dedicated to helping law firms streamline operations through innovative software solutions. With a deep understanding of both legal practice and technology, Brodie specializes in guiding firms through the complexities of software adoption, workflow automation, and data security.

Bringing years of experience in legal tech consulting—including as Product Director at Clio cloud-based legal practice management software—Brodie has worked with firms of all sizes to enhance efficiency, improve client service, and ensure compliance with evolving industry standards. His expertise spans technology such as practice management software, document automation, e-discovery tools, and AI-driven legal research solutions.

Passionate about bridging the gap between law and technology, Brodie frequently contributes thought leadership articles and speaks on best practices for legal tech implementation. Through BrightPath Legal, he continues to empower firms to make informed technology decisions that drive growth and
success.

March, 2025 | Article

Is Your Law Firm’s Tech Holding You Back? Signs It’s Time for an Upgrade

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Nolan
Author Nolan Witkowski

Law firms are fast paced at the best of times, so the technology you’re using every day should make you more efficient, not slow you down. At the same time, so many Ontario law offices stick with outdated systems because “it still works.”

Here’s the problem: outdated or unsecured technology can end up costing you time, money, and even clients. If you’re constantly dealing with problems, it might be time for an upgrade. Here’s how you can tell if your firm’s legal tech is due for a refresh, and what to do about it. 

1.  Your Systems Are Slowing Everyone Down 

Do your lawyers and staff constantly complain about slow computers, frozen screens, or endless loading times? Are basic tasks (like opening files, searching case records, or running billing software) drawn out due to sluggish systems? This happens at other firms too, mainly due to overall hesitation over investing in new tech. 

The fact is that outdated systems create unnecessary delays. Every minute spent waiting on a system to respond is time that could be spent on client work. And if your team dreads using your tech because it’s clunky or unreliable, productivity takes a hit. 

What to Do 

  • Assess your firm’s tech problems. Where are the bottlenecks? What tasks take longer than they should? 
  • Adopt cloud-based solutions. They perform faster, updates are automatic, and remote access is never an issue. 
  • Take inventory of your hardware, especially computers, and consider upgrading where necessary 


2.  Your Team Can’t Work from Anywhere 

Hybrid and remote work are now standard in legal practice. If your team struggles to access files, collaborate, or communicate securely outside the office, your tech isn’t keeping up. 

Do lawyers rely on personal devices to access firm data? Are emails still the main way documents get shared? These are security risks and workflow inefficiencies that modern legal tech can solve. 

What to Do 

  • Adopt cloud-based practice management software so staff can securely access case files from any location. 
  • Upgrade your communication tools with secure messaging and video conferencing solutions designed for law firms. 
  • Implement a virtual desktop system like the Cloud Office and multi-factor authentication (MFA) to protect remote access. 


3.   Security Risks Are Growing 

Cyber threats are increasing, and law firms are prime targets. If your systems aren’t up to modern security standards, you risk exposing client data. Warning signs include:

  • Staff using weak or shared passwords. 
  • No multi-factor authentication (MFA) for logins. 
  • Outdated software with no recent security updates. 
  • Relying on email alone for sensitive communications. 


What to Do 

  • Make sure all software is up to date. If your software provider no longer supports your version, upgrade immediately. 
  • Use encrypted communication tools for client discussions and file sharing. 
  • Train staff on cyber security best practices to prevent phishing attacks and other common threats. 


4.  Your Firm Is Drowning in Paperwork 

If your office still relies heavily on paper files, physical signatures, and manual data entry, your efficiency is suffering. Not only does paper slow everything down, but it also increases storage costs and makes document retrieval a hassle.

Modern legal tech allows for: 

  • E-signatures to speed up document approvals. 
  • Automated workflows to reduce manual administrative tasks. 
  • Document management systems that make it easy to find what you need instantly. 


What to Do 

  • Digitize your files with a legal document management system. 
  • Implement e-signature tools like DocuSign or Adobe Sign to speed up approvals. 
  • Use automation for routine tasks like document generation, invoicing, and scheduling. 


5.  Billing and Accounting Are Manual (or a Mess) 

Are invoices still being prepared manually? Do you deal with frequent billing errors or delayed payments? If your firm’s billing and accounting processes feel outdated, it’s time for a change.  Modern legal billing software automates invoicing, tracks billable hours in real time, and integrates with accounting tools to reduce errors and improve cash flow. 

What to Do 

  • Switch to cloud-based legal billing software that syncs with your accounting system. 
  • Use automated time tracking tools to ensure no billable hours are lost. 
  • Offer online payment options to speed up collections.6.  


6.  You’re Relying on Too Many Disconnected Tools 

If your firm uses multiple systems that don’t talk to each other, you’re wasting time. Manually transferring data between platforms is not only time-consuming but prone to errors. For example: 

  • Client data needs to be re-entered in different systems. 
  • Documents are stored in multiple locations, making them hard to find. 
  • Emails, calendars, and billing don’t sync properly. 


What to Do 

  • Look for an all-in-one legal practice management solution that integrates case management, billing, and document storage. 
  • Ensure your systems integrate well. If they don’t, consider switching to software that does. 
  • Use automation to reduce manual data entry and eliminate duplicate work.


7.  Your Competitors Are More Tech-Savvy 

If other firms are delivering faster service and responding to clients more quickly, you risk losing clients who now expect: 

  • Online appointment scheduling. 
  • Secure client portals for easy access to case updates. 
  • Faster response times through automation and AI-assisted tools. 


What to Do 

  • Make client interactions more convenient with online scheduling, chatbots, and client portals. 
  • Use AI-assisted legal research tools to speed up case preparation. (Always check the results though!)


Don’t Let Outdated Tech Hold You Back 

If any of these warning signs sound familiar, your firm’s technology isn’t just outdated: it’s also costing you time and money. Investing in modern legal tech improves your ability to serve clients, heightens security, and helps your firm stay competitive. 

Technology should work for you, not against you. If your current systems are causing frustration, it’s time for a change. The longer you wait, the further behind you fall. Is your firm ready to move forward?

At Inderly, we help Ontario law firms upgrade their IT systems to stay competitive. For more information about how our services can transform your practice, head to our website for short informational videos.

Nolan is an expert in IT for law firms. In 2024 he became CEO of IT support company Inderly, local to Hamilton and Toronto and serving law firms across Ontario.  

When not leading the Inderly team, Nolan can usually be found writing and shooting independent films, playing D&D, or enjoying Toronto’s best theatre productions and concerts. 

March, 2025 | Movers and Shakers
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Movers and Shakers

New Members

Kelly Barrett

Office Manager

Kronis, Rotsztain, Margles, Cappel LLP

Tammy Cluett

Law Firm Manager/Sr. Law Clerk

Steinmetz and Associates

Cathy Foti

Associate Director, Human Resources and Admin

Hicks Morley

Robyn Hayes

Manager, Human Resources

DWPV Services Limited Partnership

Janice Hui

Human Resources Supervisor, Legal Assistants

Cassels Brock & Blackwell LLP

Amanda Hunter

Founding Partner

Hunter Legal LLP

Cody Lancaster

Office Services Acting Manager

Borden Ladner Gervais LLP

Ahuva Magder

Director of Operations

Ross Nasseri LLP

Tiana Quintero

Assistant to Firm Manager

Rachlin & Wolfson LLP

Pola Stankovic

HR Manager

Samfiru Tumarkin LLP

Katrina Sorochinsky

Manager of Administration and Corporate Services

Mathews, Dinsdale & Clark

Moved

Brigitte Mulder

Director of Finance

Beard Winter LLP

Retired

Lisa Donker

Manager, Office Services

Borden Ladner Gervais LLP

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